AW

Anne Walsh 5.0 3 ideas

Head of New Products, Coinbase
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3 thesis opens · 3 long · 0 short
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#TickerNameStanceConvEntryP&L YTDThemeThesisMentionedSrc
1 XLK Technology Select Sector SPD LONG HIGH $154.69 AI/Semi AI is a huge beneficiary and a long-term trend that will take years to play out, especiall… Apr 21 YOUTUBE
2 AAXJ iShares MSCI All Country Asi LONG HIGH $107.55 Macro Asia equity markets stand to do very well due to AI and technology trends, and real assets… Apr 21 YOUTUBE
3 PAVE Global X U.S. Infrastructure LONG HIGH $55.24 Other Asia equity markets stand to do very well due to AI and technology trends, and real assets… Apr 21 YOUTUBE
Positions
TickerDirEntryP&LDate
XLK LONG $154.69 Apr 21
AAXJ LONG $107.55 Apr 21
PAVE LONG $55.24 Apr 21
AI is a long-term tailwind for tech.
AI is a huge beneficiary and a long-term trend that will take years to play out, especially as adoption broadens across other market segments, providing strong tailwinds for the technology sector.
XLK HIGH Bloomberg Markets Apr 21, 04:20
Head of New Products, Coinbase
Asia equities and real assets are opportunities.
Asia equity markets stand to do very well due to AI and technology trends, and real assets like infrastructure and real estate are also good opportunities in the region.
AAXJ PAVE HIGH Bloomberg Markets Apr 21, 04:20
Head of New Products, Coinbase
Anne Walsh (Head of New Products, Coinbase) | 3 trade ideas tracked | XLK, AAXJ, PAVE | YouTube | Buzzberg